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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,424 | $138,102+5.3% | $125,381+16.0% | $134,532+8.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 2.84% | 750.73%-747.9pp | 572.31%-569.5pp | 418.27%-415.4pp |
| Employer contribution / active EE | $2,182 | $5,245-58.4% | $4,815-54.7% | $4,741-54.0% |
| Participant deferral / active EE | $3,588 | $7,801-54.0% | $7,448-51.8% | $6,401-43.9% |
| Admin fee / account holder | $20,628 | $11,568+78.3% | $10,007+106.1% | $11,429+80.5% |